Lidsky Loutner
Indianapolis,IN
Summary
Accomplished Bilingual English/Spanish Senior Accounting Assistant at Flora Legal Group with a strong Immigration legal background experience with exceptional Customer Service to enhance financial operations. Proven track record in improving forecast accuracy and reducing data entry errors by implementing rigorous review processes. Skilled in Quickbooks, Clio management, Epic, and MS Office, demonstrating a keen attention to detail and a commitment to achieving results. Deep experience in financial reporting, accounts payable, and reconciliation. Strong focus on team collaboration and problem-solving to achieve results. Known for flexibility and reliability in dynamic environments. Skilled in using accounting software, maintaining compliance, and supporting financial audits.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Accounting Assistant
Flora Legal Group
05.2020 - Current
- Conducted variance analyses between actual results and budgeted projections, identifying areas for improvement in future forecasts.
- Developed custom financial reports to meet specific requests from senior management using advanced Excel functions.
- Reduced errors in financial data entry by implementing a thorough review process before submission.
- Assisted in the development of new accounting policies and procedures to improve overall financial operations within the organization.
- Maintained fixed asset records, tracking acquisitions, disposals, and depreciation schedules for accurate reporting purposes.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Inspected account books and recorded transactions.
Immigration Legal Assistant
Broyles Kight & Ricafort
01.2022 - 05.2023
- Compiled client application packets and included relevant documentation to present strongest case for successful outcome.
- Contributed to the development of internal resources, such as templates and checklists, streamlining workflow processes.
- Streamlined immigration case processing by efficiently organizing and maintaining client files.
- Conducted client intake interviews to determine client service need and eligibility.
- Analyzed client documentation and history to determine eligibility for immigration-related benefits.
- Interacted with telephone callers and answered questions about immigration attorneys' services.
- Served as legal team's liaison with other immigration-related service providers to improve quality of client services.
- Identified potential issues and concerns and proactively escalated to manager to reduce barriers.
- Corresponded with current and prospective clients to obtain information and enable effective case development.
- Enhanced client satisfaction by providing timely updates on case progress and responding promptly to inquiries.
- Assisted in training new staff members on office procedures, contributing to a cohesive team environment.
- Maintained strict confidentiality concerning sensitive client information while demonstrating professionalism at all times.
- Coordinated appointments and meetings with clients, optimizing attorney schedules for maximum productivity.
- Interviewed clients to obtain information relevant to cases.
- Assist attorneys and clients with interpretation and translation from English to Spanish.
Patient Access Representative
Community Hospital North
01.2012 - 04.2017
- Ensured compliance with HIPAA regulations to maintain confidentiality of sensitive patient information during all interactions.
- Stayed calm under pressure to and successfully dealt with difficult situations.
- Adapted quickly to changing demands within the healthcare environment, demonstrating flexibility and a strong commitment to quality patient care.
- Provided excellent customer service through active listening skills, understanding patient needs, and offering tailored solutions where applicable.
- Enhanced overall patient experience with empathetic communication and thorough explanations of insurance benefits and coverage.
- Maintained accurate patient records, contributing to a well-organized database for seamless information access across departments.
- Increased efficiency in managing high call volumes by developing effective phone triage techniques for prioritizing urgent matters.
- Achieved high levels of accuracy in patient data entry, minimizing errors and enhancing record reliability.
- Greeted and assisted patients with check-in procedures.
- Provided excellent customer service to patients and medical staff.
- Processed payments using cash and credit cards, maintaining accurate records of transactions.
- Answered incoming calls, scheduled appointments and filed medical records.
- Facilitated communication between patients and various departments and staff.
Intake Coordinator
Proscan Imaging
03.2007 - 05.2012
- Provided excellent customer service to patients, family members, and healthcare providers during the intake process.
- Maintained strict confidentiality of patient information, adhering to HIPAA guidelines and company policies.
- Reduced errors in patient data entry with thorough verification processes and attention to detail.
- Completed intake assessment forms and filed clients' charts.
- Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Developed strong relationships with patients, providing comforting and trusting environment during their initial visit.
- Advocated for patients by liaising with insurance companies, ensuring coverage and reducing financial stress for patients.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
Education
Associate of Science - Associate in Business
Ivy Tech Community College of Indiana
Indianapolis, IN05.2003
Skills
- Accounting Software
- Customer Service
- Attention to Detail
- Invoicing and collections
- Month-end reports
- Payment Processing
- Administrative Support
- Quickbooks
- MS Office
Certification
The Bridging the Gap (BTG) Medical Interpreter Training Program.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Immigration Legal Assistant
Broyles Kight & Ricafort
01.2022 - 05.2023
Senior Accounting Assistant
Flora Legal Group
05.2020 - Current
Patient Access Representative
Community Hospital North
01.2012 - 04.2017
Intake Coordinator
Proscan Imaging
03.2007 - 05.2012
Associate of Science - Associate in Business
Ivy Tech Community College of Indiana
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